In this episode, Steve is joined by Ian Archbold - chartered management accountant, Global Reward Director at Haleon, client of Lucent, and (as it turns out) a quietly devoted listener of the show.
Despite knowing his way around a pension spreadsheet better than most, Ian explains why he still made the decision to work with a financial adviser, alongside abroader conversation about money, happiness, and what financial wellbeing looks like across different stages of life.
Episode Highlights
- Why being good at earning money and being good at managing it are two very different things.
- The advice that led Ian to sell his shares, and why he's glad he did.
- Why Ian decided he wanted someone else handling his finances: time, focus, and the sense that things could be better.
